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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,368 | $46,297-2.0% | $71,671-36.7% | $62,293-27.2% |
| Participation rate | 43.4% | 60.6%-17.3pp | 68.7%-25.4pp | 69.5%-26.2pp |
| Annual return | 15.11% | 22.32%-7.2pp | 20.65%-5.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $715 | $1,412-49.4% | $2,460-70.9% | $2,042-65.0% |
| Participant deferral / active EE | $1,673 | $2,235-25.1% | $3,438-51.3% | $3,169-47.2% |
| Admin fee / account holder | $401 | $461-12.9% | $5,558-92.8% | $479-16.3% |